PRIVATE CLIENT ADVISORS, LLC
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Successes

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A sample of previous client successes have included:

  • Personal planning for $1mm seed funding (2003) resulting in pubco buyout of $3bn (2014).

  • Hedge of $175mm highly appreciated stock portfolio.

  • Pre-bankruptcy workout services to negotiate debt over $150mm in debt and reach 

  •  Recovered over $150,000,000 for our clients from several Ponzi Schemes and other financial scams.

  • Hard money loan backed by fleet of five private aircraft for redevelopment of private airstrip.

  • Relocation of foreign investor to Caribbean island resort holdings.

  • Preconstruction stage services for resort property resulting in $50m presales and procurement of construction loan.







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  • Home
  • Three Dimensional Planning
  • Asset Protection
    • Family Limited Partnership
    • Domestic Trusts
    • Foreign Asset Protection Trust
    • Equity Management Mortgage®
    • Asset Protection FAQ's
  • TAX PLANNING
    • Capital Gain Tax Mitigation Strategies >
      • Opportunity Zone Funds
      • Enhanced Opportunity Fund
    • Philanthropic Planning
    • Puerto Rican Act 20/22
    • USVI Economic Development Companies
    • Custom Design Life Insurance
  • Estate Planning
    • Trusts
  • Personal Management
  • Strategic Partnerships
  • Working with Advisors
  • Contact Us